401(k)
2022 plan-year 401(k) DOL Form 5500

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Allied Physicians Inc. · Indiana · Healthcare & Social Assistance

What the 2023 filing shows

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust holds $33M for 75 participants — about $440,281 per participant, down 25.1% over the 2022 plan year.

$33M
total plan assets (2022 EOY)
75
covered participants
$440,281
avg assets per participant
-25.1%
assets change YoY

The plan reported a net loss of $11M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$33M
Participants
75
State
Industry
Healthcare & Social Assistance

What the Filing Says About Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust

Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust is a 401(k) retirement plan sponsored by Allied Physicians Inc., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 75 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 351155438, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $44M at the beginning of 2022 to $33M at year-end — a decline of 25.1%. Net assets (after liabilities) closed the year at $33M, with reported net income of $-11,081,866 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$44M
Total Assets (End of Year)$33M
Net Assets (End of Year)$33M
Net Income$-11,081,866
Plan Type401(k)
Employer EIN351155438
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allied Physicians Inc.)

Year Plans Participants Total Assets
2022 1 75 $33M
2023 1 64 $29M
2024 1 N/A $19M

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Frequently Asked Questions

How much money is in the Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust?
As of the 2022 Form 5500 filing, Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust holds $33M in total assets with 75 participants. It is sponsored by Allied Physicians Inc..
What type of plan is Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust?
Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 351155438.
Who sponsors the Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust?
Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust is sponsored by Allied Physicians Inc., located in Indiana. The sponsor's EIN is 351155438 and the plan operates in the Healthcare & Social Assistance industry.
How did Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust perform in 2022?
Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust declined by 25.1% during 2022, moving from $44M to $33M in total assets. Net income was $-11,081,866.
Where can I find official filings for Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust?
Official Form 5500 filings for Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351155438 or plan name at efast.dol.gov.
How does Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust compare to other plans?
You can compare Allied Physicians, Inc. 401(k) Salary Reduction Plan and Trust against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 351155438.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.